Plan Snapshot
- Plan Sponsor: Infratech Corporation
- Sponsor EIN: 582130987
- Sponsor Address: 2036-A BAKER COURT, KENNESAW, GA, 301446423
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 171 | $6.6M | $289,710 | $780,363 |
| 2023 | 199 | $5.8M | $293,345 | $693,484 |
| 2022 | 167 | $4.8M | $176,923 | $594,576 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $34,867 | — | $34,867 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $15,582 | — | $15,582 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $12,859 | $7 | $12,866 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- FUTUREPLAN BY ASCENSUS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,315
- Estimated Expense Ratio: 0.953% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $63,968 | — | $63,968 | — | — |
| 2023 | $48,056 | — | $48,056 | — | — |
| 2022 | $55,544 | — | $55,544 | — | — |